KMG Fiduciary Partners LLC Buys 39,044 Shares of NVIDIA Corporation $NVDA

KMG Fiduciary Partners LLC grew its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 10.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 429,786 shares of the computer hardware maker’s stock after buying an additional 39,044 shares during the quarter. NVIDIA comprises 5.4% of KMG Fiduciary Partners LLC’s holdings, making the stock its biggest position. KMG Fiduciary Partners LLC’s holdings in NVIDIA were worth $80,189,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. Harbor Asset Planning Inc. acquired a new position in shares of NVIDIA during the 2nd quarter valued at $28,000. Winnow Wealth LLC bought a new position in NVIDIA during the second quarter valued at about $32,000. Longfellow Investment Management Co. LLC raised its position in NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after acquiring an additional 67 shares in the last quarter. Spurstone Advisory Services LLC bought a new stake in NVIDIA in the second quarter worth about $40,000. Finally, EDENTREE ASSET MANAGEMENT Ltd acquired a new stake in NVIDIA in the 2nd quarter valued at about $54,000. 65.27% of the stock is currently owned by institutional investors.

Key Stores Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: FTC cleared Nvidia’s $5 billion arrangement with Intel, removing a regulatory overhang and helping lift shares on the news. Nvidia’s (NVDA) $5B Intel bet cleared by FTC, stocks pop 3%+
• Positive Sentiment: Nvidia reached a licensing agreement with Groq, hired top Groq engineers and reportedly struck or is finalizing a ~ $20B deal — bolstering NVDA’s AI-inference roadmap and headcount for specialized workloads. That expands product capability and competitive moat. Nvidia Licenses AI-Inference Technology from Chip Startup Groq
• Positive Sentiment: A prominent analyst published a bold 2026 price target on NVDA, reinforcing bullish expectations and supporting sentiment among growth-focused investors. Popular analyst sets bold 2026 price target on Nvidia stock
• Positive Sentiment: Long-form bullish pieces argue NVDA could unlock massive TAM (~$6 trillion by 2026) from cloud AI buildouts and autonomous/robotics adoption — narratives that support higher long-term revenue and valuation. Nvidia: Poised To Unlock $6 Trillion In 2026
• Neutral Sentiment: Technical and market-flow items: NVDA recently crossed above its 50‑day moving average and benefited from year-end/trading-window dynamics and Santa‑Claus rally chatter, which can amplify short-term moves. Nvidia (NVDA) Crossed Above the 50-Day Moving Average
• Negative Sentiment: Several reports warn NVDA faces a near-term cash/financial strain after the ~ $20B Groq outlay (cash or licensing structure unclear) and notable insider share sales — raising investor concern about capital allocation and dilution/treasury needs. Nvidia Has A Cash Problem
• Negative Sentiment: Conflicting coverage (acquisition vs. licensing-only reports) and reports of large cash payments to secure Groq talent introduce uncertainty about the final deal terms and near-term balance-sheet impact. Exclusive: Nvidia buying AI chip startup Groq for about $20 billion
• Negative Sentiment: Insider selling alerts and critical commentary from some investors/strategists are prompting profit-taking — a headwind after a strong YTD rally. Mark Stevens Sells 222,500 Shares of NVIDIA

NVIDIA Trading Down 0.5%

NASDAQ:NVDA opened at $188.33 on Friday. The stock has a market cap of $4.58 trillion, a PE ratio of 46.73, a price-to-earnings-growth ratio of 0.92 and a beta of 2.29. NVIDIA Corporation has a fifty-two week low of $86.62 and a fifty-two week high of $212.19. The company has a debt-to-equity ratio of 0.06, a current ratio of 4.47 and a quick ratio of 3.71. The stock’s 50-day moving average is $185.97 and its two-hundred day moving average is $176.21.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings data on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share for the quarter, beating the consensus estimate of $1.23 by $0.07. The firm had revenue of $57.01 billion for the quarter, compared to analyst estimates of $54.66 billion. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. The company’s revenue for the quarter was up 62.5% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.81 EPS. As a group, equities research analysts forecast that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, December 26th. Stockholders of record on Thursday, December 4th will be issued a dividend of $0.01 per share. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. The ex-dividend date is Thursday, December 4th. NVIDIA’s payout ratio is currently 0.99%.

Insiders Place Their Bets

In related news, CFO Colette Kress sold 30,500 shares of the firm’s stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $178.11, for a total transaction of $5,432,355.00. Following the transaction, the chief financial officer owned 1,286,826 shares of the company’s stock, valued at approximately $229,196,578.86. This trade represents a 2.32% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Debora Shoquist sold 69,840 shares of the stock in a transaction on Friday, December 12th. The stock was sold at an average price of $177.85, for a total transaction of $12,421,044.00. Following the transaction, the executive vice president owned 1,424,603 shares in the company, valued at approximately $253,365,643.55. This trade represents a 4.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 2,161,474 shares of company stock worth $396,157,992 in the last quarter. Corporate insiders own 4.17% of the company’s stock.

Analysts Set New Price Targets

Several research firms recently commented on NVDA. Barclays increased their target price on shares of NVIDIA from $240.00 to $275.00 and gave the company an “overweight” rating in a research note on Thursday, November 20th. Cantor Fitzgerald reiterated an “overweight” rating and set a $300.00 price objective on shares of NVIDIA in a research report on Thursday, November 20th. Hsbc Global Res upgraded NVIDIA from a “hold” rating to a “strong-buy” rating in a report on Wednesday, October 15th. President Capital boosted their target price on NVIDIA from $240.00 to $245.00 and gave the stock a “buy” rating in a research report on Friday, November 28th. Finally, Sanford C. Bernstein reiterated a “buy” rating and issued a $275.00 price target on shares of NVIDIA in a research report on Friday, December 19th. Five investment analysts have rated the stock with a Strong Buy rating, forty-five have assigned a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, NVIDIA has a consensus rating of “Buy” and a consensus target price of $262.14.

About NVIDIA

NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.

The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.